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Difference between revisions of "Purchase Order"
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(Tag: Visual edit) |
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|}Notes: | |}Notes: | ||
| − | * The Purchase Order will be automatically set to PARTIAL when: | + | *The Purchase Order will be automatically set to PARTIAL when: |
| − | ** When tagging it to Purchase Receipt where in the quantity available in the warehouse is less than to the intended order | + | **When tagging it to Purchase Receipt where in the quantity available in the warehouse is less than to the intended order |
| − | * Item should be on "ACTIVE" status when using it upon creating or editing a transaction. | + | *Item should be on "ACTIVE" status when using it upon creating or editing a transaction. |
| − | ** This can be seen in Item Master Maintenance Module. | + | **This can be seen in Item Master Maintenance Module. |
| − | * Supplier should be on "ACTIVE" status when using it upon creating or editing a transaction. | + | *Supplier should be on "ACTIVE" status when using it upon creating or editing a transaction. |
| − | * Tax should on "ACTIVE" status when using it upon creating or editing a transaction. | + | *Tax should on "ACTIVE" status when using it upon creating or editing a transaction. |
| − | * Warehouse should be on "ACTIVE" status when using it upon creating or editing a transaction. | + | *Warehouse should be on "ACTIVE" status when using it upon creating or editing a transaction. |
| − | * Project should be on "ACTIVE" status when using it upon creating or editing a transaction. | + | *Project should be on "ACTIVE" status when using it upon creating or editing a transaction. |
| − | * <span style="color: rgb(51, 51, 51)">Budget should on "ACTIVE" status when using it upon creating | + | *<span style="color: rgb(51, 51, 51)">Budget should on "ACTIVE" status when using it upon creating transaction.</span> |
<br />'''Editing Purchase Order'''[[File:Editing Purchase Order.png|center|thumb|866x866px|Editing Purchase Order]] | <br />'''Editing Purchase Order'''[[File:Editing Purchase Order.png|center|thumb|866x866px|Editing Purchase Order]] | ||
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Notes: | Notes: | ||
| − | * The user can only edit the Purchase Order Entry if the status of the record is on "PENDING" status. | + | *The user can only edit the Purchase Order Entry if the status of the record is on "PENDING" status. |
| − | * The Purchase Order will be automatically set to PARTIAL when: | + | *The Purchase Order will be automatically set to PARTIAL when: |
| − | ** When tagging it to Purchase Receipt where in the quantity available in the warehouse is less than to the intended order | + | **When tagging it to Purchase Receipt where in the quantity available in the warehouse is less than to the intended order |
| − | * Item should be on "ACTIVE" status when using it upon creating or editing a transaction. | + | *Item should be on "ACTIVE" status when using it upon creating or editing a transaction. |
| − | ** This can be seen in Item Master Maintenance Module. | + | **This can be seen in Item Master Maintenance Module. |
| − | ** Past Transactions with "INACTIVE" item prior to its deactivation can still be used. | + | **Past Transactions with "INACTIVE" item prior to its deactivation can still be used. |
| − | * Supplier should be on "ACTIVE" status when using it upon creating or editing a transaction. | + | *Supplier should be on "ACTIVE" status when using it upon creating or editing a transaction. |
| − | ** Past Transactions with "INACTIVE" item prior to its deactivation can still be used. | + | **Past Transactions with "INACTIVE" item prior to its deactivation can still be used. |
| − | * Tax should on "ACTIVE" status when using it upon creating or editing a transaction. | + | *Tax should on "ACTIVE" status when using it upon creating or editing a transaction. |
| − | ** Past Transactions with "INACTIVE" item prior to its deactivation can still be used. | + | **Past Transactions with "INACTIVE" item prior to its deactivation can still be used. |
| − | * Warehouse should be on "ACTIVE" status when using it upon creating or editing a transaction. | + | *Warehouse should be on "ACTIVE" status when using it upon creating or editing a transaction. |
| − | ** Past Transactions with "INACTIVE" item prior to its deactivation can still be used. | + | **Past Transactions with "INACTIVE" item prior to its deactivation can still be used. |
| − | * Project should be on "ACTIVE" status when using it upon creating or editing a transaction. | + | *Project should be on "ACTIVE" status when using it upon creating or editing a transaction. |
| − | ** Past Transactions with "INACTIVE" item prior to its deactivation can still be used. | + | **Past Transactions with "INACTIVE" item prior to its deactivation can still be used. |
| − | * <span class="ve-pasteProtect" style="color: rgb(51, 51, 51)" data-ve-attributes="{"style":"color: rgb(51, 51, 51)"}">Budget should on "ACTIVE" status when using it upon creating or editing a transaction.</span> | + | *<span class="ve-pasteProtect" style="color: rgb(51, 51, 51)" data-ve-attributes="{"style":"color: rgb(51, 51, 51)"}">Budget should on "ACTIVE" status when using it upon creating or editing a transaction.</span> |
| − | |||
'''Purchase Order Options''' | '''Purchase Order Options''' | ||
Revision as of 09:51, 22 December 2020
Purchase Order
This module allows the user to create an order to buy items on their supplier locally.
Purchase Order List
File:Purchase Order Record List.png
Purchase Order Record List
Adding Purchase Order
File:Adding Purchase Order.png
Adding Purchase Order
| Field | Description | Expected Values |
|---|---|---|
| 1.Supplier | •Name of Supplier | •Supplier List provided in the Supplier Maintenance Module |
| 2.Reference Number | •Reference Number for the Transaction | •Alphanumeric |
| 3.Purchase Requisition Items | •Purchase Requisition Item List that can be tag on the Import Purchase Order | •Purchase Requisition Items |
| 4.Transaction Date | •Date when the transaction is created | •Date |
| 5.Expected Delivery Date | •Date of the Delivery | •Date |
| 6.Department | •Department Assigned on the specific Purchase Order | •Alphanumeric |
| 7.Notes | •Other Remarks for the Transaction | •Text |
| 8.Budget | •Budget to be used in the Transaction | •Budget List |
| 9.Warehouse | •Warehouse where the items should be delivered | •Warehouse List provided from Warehouse Maintenance Module |
| 10.Quantity | •Quantity of the items | •Number |
| 11.Tax | •Tax Type to be Applied on the item | •Tax Type List provided in the Tax Type Maintenance Module |
| 12.Price | •Price of the items | •Number |
Notes:
- The Purchase Order will be automatically set to PARTIAL when:
- When tagging it to Purchase Receipt where in the quantity available in the warehouse is less than to the intended order
- Item should be on "ACTIVE" status when using it upon creating or editing a transaction.
- This can be seen in Item Master Maintenance Module.
- Supplier should be on "ACTIVE" status when using it upon creating or editing a transaction.
- Tax should on "ACTIVE" status when using it upon creating or editing a transaction.
- Warehouse should be on "ACTIVE" status when using it upon creating or editing a transaction.
- Project should be on "ACTIVE" status when using it upon creating or editing a transaction.
- Budget should on "ACTIVE" status when using it upon creating transaction.
Editing Purchase Order
File:Editing Purchase Order.png
Editing Purchase Order
| Field | Description | Expected Values |
|---|---|---|
| 1.Supplier | •Name of Supplier | •Supplier List provided in the Supplier Maintenance Module |
| 2.Reference Number | •Reference Number for the Transaction | •Alphanumeric |
| 3.Purchase Requisition Items | •Purchase Requisition Item List that can be tag on the Import Purchase Order | •Purchase Requisition Items |
| 4.Transaction Date | •Date when the transaction is created | •Date |
| 5.Expected Delivery Date | •Date of the Delivery | •Date |
| 6.Department | •Department Assigned on the specific Purchase Order | •Alphanumeric |
| 7.Notes | •Other Remarks for the Transaction | •Text |
| 8.Budget | •Budget to be used in the Transaction | •Budget List |
| 9.Warehouse | •Warehouse where the items should be delivered | •Warehouse List provided from Warehouse Maintenance Module |
| 10.Quantity | •Quantity of the items | •Number |
| 11.Tax | •Tax Type to be Applied on the item | •Tax Type List provided in the Tax Type Maintenance Module |
| 12.Price | •Price of the items | •Number |
Notes:
- The user can only edit the Purchase Order Entry if the status of the record is on "PENDING" status.
- The Purchase Order will be automatically set to PARTIAL when:
- When tagging it to Purchase Receipt where in the quantity available in the warehouse is less than to the intended order
- Item should be on "ACTIVE" status when using it upon creating or editing a transaction.
- This can be seen in Item Master Maintenance Module.
- Past Transactions with "INACTIVE" item prior to its deactivation can still be used.
- Supplier should be on "ACTIVE" status when using it upon creating or editing a transaction.
- Past Transactions with "INACTIVE" item prior to its deactivation can still be used.
- Tax should on "ACTIVE" status when using it upon creating or editing a transaction.
- Past Transactions with "INACTIVE" item prior to its deactivation can still be used.
- Warehouse should be on "ACTIVE" status when using it upon creating or editing a transaction.
- Past Transactions with "INACTIVE" item prior to its deactivation can still be used.
- Project should be on "ACTIVE" status when using it upon creating or editing a transaction.
- Past Transactions with "INACTIVE" item prior to its deactivation can still be used.
- Budget should on "ACTIVE" status when using it upon creating or editing a transaction.
Purchase Order Options
File:Purchase Order Options.png
Purchase Order Options
Purchase Order Record Options
File:Purchase Order Record Options.png
Purchase Order Record Options
Notes:
- The user can only cancel the record if the Transaction is still on "PENDING" status.
- The user can Tag as Complete the record if it is on "PARTIAL STATUS"
- Partial status occurs when items are partially ordered in Purchase Receipt.
Purchase Order View Record
File:Purchase Order View Record.png
Purchase Order View Record
Notes:
- The user can edit the details of the record while viewing it.